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Portfolio (Quarterly) Guide ↗

INDEPENDENT INVESTORS INC

· CIK 0001121908
13F Portfolio $524M AUM 73 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 43 Reduced 1 Exited
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG Alphabet Inc. Class C 7,790.0 $2.8M 0.53% -2K -16.1% $353.33
22 ABT Abbott Laboratories Healthcare 27,840.0 $2.5M 0.48% -7K -19.1% $90.74 +28.6%
23 CL Colgate-Palmolive Company Consumer Defensive 26,833.0 $2.5M 0.47% -1K -4.3% $91.68 +0.9%
24 COST Costco Wholesale Corporation Consumer Defensive 2,415.0 $2.3M 0.43% -450.0 -15.7% $935.47 +3.8%
25 HD Home Depot, Inc. Consumer Cyclical 5,016.0 $1.8M 0.34% -985.0 -16.4% $352.68 -4.3%
26 GOOGL Alphabet Inc. Class A Communication Services 4,420.0 $1.6M 0.30% -2K -25.3% $357.37 -2.6%
27 BMY Bristol-Myers Squibb Company Healthcare 25,438.0 $1.5M 0.28% -1K -3.8% $57.62 +16.8%
28 SPY SPDR S&P 500 ETF Financial Services 1,922.0 $1.4M 0.27% -50.0 -2.5% $746.77 +2.2%
29 MS Morgan Stanley Financial Services 6,533.0 $1.4M 0.26% -250.0 -3.7% $209.04 +2.4%
30 GE GE Aerospace Industrials 3,342.0 $1.2M 0.24% -772.0 -18.8% $373.73 -8.5%
31 PEP PepsiCo, Inc. Consumer Defensive 8,263.0 $1.1M 0.21% -10K -54.6% $135.40 +6.8%
32 GEV GE Vernova Inc. Utilities 907.0 $1.1M 0.20% -89.0 -8.9% $1174.86 -19.8%
33 CRWD CrowdStrike Holdings, Inc. Technology 1,245.0 $950K 0.18% -25.0 -2.0% $190.78 -0.1%
34 UNH UnitedHealth Group Incorporated Healthcare 2,230.0 $927K 0.18% -350.0 -13.6% $415.63 -4.1%
35 CVX Chevron Corporation Energy 5,440.0 $902K 0.17% -1K -17.4% $165.76 +22.5%
36 SOLS Solstice Advanced Materials Inc. Basic Materials 10,129.0 $897K 0.17% -200.0 -1.9% $88.60 -37.5%
37 JEPI JPMorgan Equity Premium Income ETF 14,251.0 $805K 0.15% -960.0 -6.3% $56.48 +2.9%
38 CSCO Cisco Systems, Inc. Technology 6,160.0 $724K 0.14% -2K -21.7% $117.46 -6.2%
39 UBER Uber Technologies Inc Technology 8,880.0 $641K 0.12% -160.0 -1.8% $72.16 +9.9%
40 AMZN Amazon.com, Inc. Consumer Cyclical 2,410.0 $574K 0.11% -55.0 -2.2% $238.34 +10.0%
Page 2 of 3  ·  43 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 66.4%
Healthcare 10.9%
Industrials 7.9%
Financial Services 5.9%
Consumer Defensive 2.7%
Consumer Cyclical 2.2%
Energy 1.9%
Communication Services 1.1%
Real Estate 0.4%
Basic Materials 0.2%